Financial Planning

Make the most out of your budget with the right financial planning advice.

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Unlocking the Value of Financial Guidance

We have joined forces with Bridges, one of Australia’s leading financial planning firms, to provide expert financial advice. When you team up with Bridges and Southern Cross Credit Union, you become part of a larger community that genuinely cares about your best interests.

So, how can a Financial Planner make a difference? They guide you through financial planning, helping you make informed decisions about money—from savings strategies to investments. By preventing costly missteps, they safeguard your financial well-being. Their holistic approach covers cash flow management, estate planning, and lifestyle preferences. Ultimately, a well-crafted plan brings peace of mind and allows you to focus on other aspects of life. Remember, it’s an investment in your future!

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Couple doing financial planning on a computer

How Bridges Financial Planners Can Help You

Cashflow Management

Understanding your financial ‘ins and outs’ so you can track your spending, budgeting, map your cashflow and visualise your finances with Bridges Wealth Central tool.

Cashflow Management
Retirement Planning

Whether you’ve only started thinking about retirement or you are moments away from taking the leap, Bridges can help you understand your income needs and work together to create the right retirement strategies.

Retirement Planning
Investment Services

Working with Bridges Financial Planners, investment gurus and researchers will help to develop the right investment plans that are unique to you – building wealth and replacing income.

Investment Services
Estate Planning

Putting the plans in place to protect your family and your assets, while taking away unnecessary stresses and financial hardships – ensuring you’re able to support future generations and control your legacy.

Estate Planning
Superannuation

Bridges understand your Super performance is important no matter your stage of life. Bridges review strategies, performance, fees and more for you.

Superannuation
Aged Care Support

Helping you make informed decisions to help make the transition into aged care seamless – whether it’s for yourself, your spouse or a loved one.

Aged Care Support
Personal Insurance

Protecting your family and loved ones starts by looking after the most important thing in life – you. A Bridges Financial Planner can provide risk strategies for income replacement and life insurance if the unexpected should happen.

Personal Insurance
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Wealth Report* – Financial Guidance for all who seek a brighter future

We, alongside Bridges Financial Services, are on a mission to make financial planning accessible to all Australians who need it.

Bridges are offering our valued customers access to a personalised financial well-being report. The Bridges Wealth Report is a complimentary tool designed to assist you in understanding your current financial position. Should your circumstances change, the report can be updated at anytime.

The report can help identify:

  • Estimated super balance at retirement;
  • Projected income, expenses and cash flow;
  • Anticipated periods of high expenses within your budget;
  • Whether you are on track to meet your individual goals; and
  • If you can afford that new home, or planned renovations to your existing one.

To take action and plan for the future you’ve always dreamed of, click the button below and enter the access code sccuwealth.

*T&C’s are available below.

Generate Your Bridges Wealth Report

 

Personalised Wealth Report

Let’s Talk

Whatever your life stage – we’re here to support and guide you. Whether you have questions, need general advice, or wish to schedule a meeting with a Bridges Financial Planner for personalised guidance. One conversation will help you better understand the ways financial advice can help you build a brighter financial future.

By submitting the form below, our team will connect you to the Bridges Financial Planners and they will contact you shortly via phone or email to book for a free of charge consultation.

For your security, we refrain from sharing personal or account-specific information via email.

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Are you completing this form on behalf of someone else?*
Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX participant. AFSL 240837. Part of Insignia Financial Ltd. This is general advice only (including taxation) and has been prepared without taking into account your particular objectives, financial circumstances and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. Any examples used are for illustrative purposes only. To the extent permitted by law, Bridges, its employees, consultants, advisers, officers, and representatives are not liable for any loss or damage arising as a result of any reliance placed on the contents of this flyer. Do not act until you seek professional advice and consider the relevant Product Disclosure Statement. In referring members to Bridges, Southern Cross Credit Union does not accept liability or responsibility for any acts, omission or advice provided by Bridges or its authorised representatives.

About Bridges

Bridges is one of Australia’s largest financial planning companies and has a focus on providing financial advice to the customer-owned banking sector . Bridges has been helping people reach their financial goals for over 35 years.

A note from Bridges – At Bridges, our foundations are built on trust. We take the time to get to know our clients and what they want to achieve, then work together to make it happened.

We lead open and honest conversations and utilise technology to give you a clear-eyed view of your road ahead.

It is a privilege to be trusted by people to look after their financial affairs, and we’re determined to improve every one of our client’s lives through financial advice.

 

How we will work with you. Financial planner

  • The Little Details Disclaimer

    * ‘My Wealth Report’ is made available by Bridges. Southern Cross Credit Union does not accept any responsibility or liability for any information or advice provided by Bridges through My Wealth Report. You should read the Terms and Conditions, including the Wealth Central Pty Ltd Terms & Conditions available at wealthreport.bridges.com.au/#/termsAndConditions and the IOOF Privacy Policy at www.ioof.com.au/privacy, before proceeding.

    Bridges Financial Services Pty Ltd (Bridges). ABN 60 003 474 977. ASX Participant. AFSL No 240837. In referring members to Bridges, Southern Cross Credit Union does not accept liability or responsibility for any act or omission or advice provided by Bridges or its Authorised Representatives. Bridges is part of the Insignia Financial Group. The information (including taxation) is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. Bridges Financial Services Pty Ltd (Bridges) Address: The Bond Level 3, 30 Hickson Road Millers Point NSW 2000. If you become a Bridges client as a result of our referral, we will receive a referral fee. Ask us or see our Financial Services Guide for more details before we provide you with services.

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